TLD CRM BoostRelease 9.0.0

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Release 9.0.0 Arrives, and with it, more consistent patch notes. We will, going forward, be consistently publicly releasing patch notes here on the main tldcrm website, as well as updates and other posts related to the industry. This particular patch note may change or be updated with cumulative notable patch notes from the past while new ones going forward will focus on specific revision notes. Without further Ado here are the latest changes:

SEMVER

  • TLD has officially switch to SEMVER for Defining Patch Versions.
  • For Managers and Above, a Popup will show at the bottom Menu Bar when a New Patch has been released.
    • We have removed Patch Notes Feeds from Slack Channels as the CRM should notify the needed parties now automatically when a version number changes. This was done to prevent clutter and message spam.

Health Insurance Marketplace Calls

  • We have added a tool when calling the Health Insurance Marketplace that will automatically show when connected via a Three Way Call or Manual Dial to CMS in the Transfer Menu.
    • A Send NPN DTMF Button will show to allow you to send your NPN without using the DTMF Pad if you have an NPN Set on your User Profile.
    • Options 1 – 3 after sending DTMF can be send right from the same Panel and Describe the CMS Menu
      • Note: CMS has already changed the wording and order of this menu once, so please let us know if it changes again so we can compensate.
    • These options will show in the Transfer Panel
  • Manual Dialing ACA without the Client on the phone
    • A Feature has been added in Settings -> Options -> Contacts to turn on a Butotn that shows on a Contact to Dial CMS. This dial will call CMS without the contact but still log the call and the recording to the current Contact. This prevents agents having to make a fight for a Lead with the CMS number.
    • Documentation on this feature can be found here.

Recordings

  • The Legacy Recordings Table has been repurposed for Uploading External Recordings and storing them within our secure and replicated file storage system. This can be used with third party systems or local recordings.
    • Legacy Recordings are Still Supported
    • Recordings must be turned on to use them in Settings -> Options -> Features
    • The Recording Section has been Refactored into Explore Format along with advanced filters.
    • Recordings on the Contact have been optimized for faster lookup and support both Legacy and Manually Uploaded Recordings
    • Enhanced Metadata has been added to the Recordings Table so you can connect a Lead or a Policy directly to a Recording.
    • Call ID, Call Source and Import Columns have also been added for your use case and tracking.
    • Ingress API Endpoints have been added to Add a Recording via API, or to Update Recording Metadata via API ( You can also Update in Bulk )
  • Coming Soon!
    • Manual Uploads via the Recordings Section
    • Manual Uploads directly to a Policy
    • Manual Uploads directly to a Lead
    • Offline Record from your Device to TLD, with Upload Later for Field Sales.

My Callbacks

  • My Callbacks now uses Explore Format
  • Added More Data Joins, without access to PHI
  • Added New Field “Reassigned” when the Creator is no longer the User on the Callback.
    • Added Icon to show this as well.
    • Added Filter
  • Guests Can no longer access My Callbacks
    • This change was applied to My Favorites and My Appointments

My Fronts

  • My Fronts now uses Explore Format
  • Added More Data Joins, without access to PHI

Logins

  • Logins Now Include IP Address Location Information we are now looking up with a Third Party Service on Login.
    • This Data gets Refreshed in real time as people login for security purposes and if an IP gets Reassigned.
  • You can see the IP Details in the View Login Logs Section as well as when looking at a log directly.
    • You can also see a Google Map of the Area when looking directly at the log
    • You can now Filter by IP Country.
  • User Failed Login Lockout
    • Per CMS Requirements, a User will get locked out for 15 minutes after 3 Failed Login Attempts. There is no Bypass for this Feature, the user must wait 15 minutes.
  • Per CMS Requirements, MFA Is now Enabled and Required on All Accounts as well as Advanced Password Requirements that were once optional.
    • We have Removed the “Security Panel” from client access due to clients attempting to turn these settings off.

Passthrough API

  • We now have a standardized single passthrough API for TLDialer URL Links that allow us to run mulitple integrations, and custom relays and data posts in the future. This is currently being used by the OnScript AI integration and Balto Integration.

SSN Dupe Check

  • SSN Dupe Check can now be configured with the following options instead of just for Sold Policies
    • Dupe If a Policy was Sold ( Default Behavior )
    • Dupe If a Policy was Verified
    • Dupe If a Policy was Converted
    • Dupe If a Policy was Quoted
    • Dupe If a Lead Exists
  • SSN Dupe check was also made consistent between the Product Validation Rule and the Dupe Check Button as one looked for Policies Sold and the other did not.
    • Product Validation Rules also now contain the SSN Dupe Check configuration Option.

API

  • Added Support for Basic Auth when using the API so you can pass the API ID and API Key as User and Password
  • Added API Key Caching for Faster Lookups on API Calls.
  • Surveys, Survey Answer, Survey Questions have been added to the Egress API.
  • The Survey IVR can now be Run in External Mode with Third Party Services with a new External IVR API Key Type.
  • UUID and Source have been added to Inbound Billables API
  • Endpoint protection has been added you can now secure your API Keys to specific Endpoints. Please see the instructions provided when Editing an API.

Tags

  • Added Double Click to Edit Tags
  • Added Tag Permissions and Filters split into 3 Actions: View, Add, Remove.
  • Tags & Custom Fields now use a new combined Filter Service and Cache do to reduce extra queries.
  • Added Tag Logs to Contact form Logs.
  • Fixed an issue with Tag Flaps that was causing the tooltips to stay after adding or removing a tag.

Integrations

Integrations now has it’s own Section and we will be migrating Integrations out of Settings -> Options over time. The new integrations sections will include Instructions on how to Configure and Descriptions of what the integrations do.

OnScript AI Integration

Quality Assurance Processes with AI-powered Speech Analytics

This Integration allows OnScript AI to Fetch Recordings after a Call to run it through their robust Quality Assurance Models to make sure your Agents are selling compliantly.

Klaunch Integration

Private Omni-Channel Conversational AI Platform for Business

This Integrations allows a Chatbot to Fetch information from TLD Related to one of your clients and respond accordingly. It will also provide RAD Information back to TLD when a client starts a conversation.

Tools

  • Added JSON to Query String / Query String to JSON Converter Tools under Tools Section

Core Changes

  • Standardized Error Messages and HTTP Response Codes for Invalid Paths
    • API Errors should always respond with a “response” object where as all others will return as the primary object.
  • Optimized Core
    • Many Core System files were reorganized and decouples for performance, speed and optimization.
    • A security pass was done to analyze every endpoint for the core system and API.
  • Preparation for ECS Migration
    • The CRM is now both compatible with EC2 Instances as well as ECS Containers as we prepare to migrate the main platform toward a more scalable solution and begin splitting off functionality into microservices to make sure the CRM is not affected by spikes in traffic
      • As a Note: The Dialer Ready API continues to be abused by Vendors with no regard to the massive amount of Duplicate Pings they keep sending us, even for Inactive Accounts.
      • Warning to Vendors: If you continue to Ping Inactive/Disabled Accounts in a Future Update we may start Responding as “ready: 1” in an attempt to have you send calls to the now non-functioning numbers so that you will fix your integrations. We have no way to contact you other than this.
    • Internal Logging has been Enhanced Greatly and Anomaly Detection has been put in place.

Other Minor Updates

  • Added Agent Group Leader as a Filter in Explore Policies
  • Added Custom Fields to Default API Imports since it is so often requested.
  • Updated ActiveProspect TrustedForm Integration to V4 of their API.
  • Added Type Finder for TQL API Documentation Functions
  • Real Time Sockets System was Refactored and Includes a Faster Ping
  • Relays can now send All Data as String
  • Relays can now send Phone Numbers in E164 format
  • Added Calculate Weekly Incomg as Annual Income along with the existing Calculate Monthly Income to Annual.